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InvestmentNews 40 Under 40 Class of 2019

Honored to be part of the 2019 class of 40 Under 40 from InvestmentNews and sharing the cover with Julia Wiss and Anders Jones. The 40 Under 40 Award is an annual award owned by InvestmentNews, a media company. Individuals may nominate themselves and no fee can be paid to be considered for or receive the 40 Under 40 Award. Minimum qualifying criteria include receiving a nomination for the award, being under the age of 40, and working primarily in the financial advisory industry, Eligibility for the award is determined by accomplishments to date, contribution to the industry, leadership, and promise. For the detailed requirements of the InvestmentNews 40 Under 40 Award, please visit: https://www.investmentnews.com/section/awards-and-recognition/40-under-40

In The News Blog Updates
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Tax Reform Law Gets Mixed Reviews From Financial Planners

The much-touted overhaul of the nation's tax system has finally all but completed its debut performance, with the vast majority of country having settled up with Uncle Sam by April 15 under the new rules of the road. And the verdict from financial planners on the Tax Cuts and Jobs Act, which went into full effect this year? Well, it's a mixed one. By Scott Van Voorhis via The Street with contribution from Luis F. Rosa, CFP® EA.

In The News
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Here's How Many Millennials Get Help From Their Parents To Pay Rent And Other Bills

Many parents of millennials (ages 25 to 34) are financially supporting their adult kids, paying some or all of their monthly expenses, including groceries, cell phone, and even costs related to owning a car. These parents are also paying for bigger ticket items, such as making rent and mortgage payments and paying down student loans. Roughly a quarter of millennials say they receive financial support rom their parents in these areas, with 13% saying their parents pay all of their rent or mortgage. And 10% of millennials say their parents are shouldering the cost of their student loans. By Megan Leonhardt for CNBC Make It with contribution from Luis F. Rosa, CFP® EA.

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5 Ways A Roth IRA Can Ruin Your Retirement

There’s been a lot of talk lately about converting traditional IRAs to Roth IRAs. This talk arises from the 2017 Tax Cuts and Jobs Act. The new tax law, commonly referred to as “Trump’s Tax Cut,” created historically low tax rates. There’s a quirk in the 2017 Tax Act that shouldn’t be overlooked. Those historically low tax rates don’t last forever. Unless Congress passes a new tax law, in 2026 the current low rates will increase automatically to the previous high rates. By Chris Carosa via Forbes with contribution from Luis F. Rosa, CFP® EA

In The News